Bezos's maxim applies in software, just not on price. Data from 69 public companies shows 76% gross margins but near-zero net income. Competition happens in S&M & R&D, not pricing.
Scott Fearon shorted 200+ companies from Silicon Valley. His six failure modes, from learning only from the recent past to falling victim to mania, are amplified by the AI shift.
Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.
The competitive edge has shifted from adopting software to mastering how it's used. Trajectory data, the path users take through tools, is becoming the new moat for AI products.
The AI market is sizzling with innovation, but when will market share stabilize? An exploration of switching costs, model improvements, & the moment the fat congeals.
Comprehensive guide to implementing AI in startups. Strategy fundamentals, implementation approach, data requirements, team structure, & scaling AI capabilities.
Comprehensive guide to building customer success organizations. Retention strategies, churn mitigation, CS team structure, expansion, & measuring customer health.
Comprehensive guide to building data-driven organizations. Data infrastructure, analytics strategy, team structure, & creating competitive moats through data.
Comprehensive guide to GTM strategy for startups. Sales models, channel strategy, customer acquisition, positioning, & scaling revenue operations.
Comprehensive guide to building great products. Product-market fit, roadmap prioritization, user research, product-led growth, & scaling product teams.